Neil Dutta on Economic Research
Masters in Business
00:00
What Do You Wish You Knew About Macro and Economic Research?
I wish I had known back then that, you know, a lot of these indicators that people put their faith in are just really bogus. The ISM is the one that I harp on the most because there's a cottage industry of people that just drive their entire asset allocation process off of it. There's nothing those 300 purchasing managers that are surveyed by ISM know about the world that you don't. But if your narrative is right, the leading indicators will lag your narrative.
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